+2,146.7%
PPL vs SU
+60,633.1%
-58,486.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | 0.0% | -10.2% | +10.2% | 0.0% |
| 30D | +4.3% | -6.2% | +10.5% | +4.3% |
| 3M | +2.9% | +8.7% | -5.8% | +2.9% |
| 6M | +1.1% | +7.2% | -6.1% | +1.1% |
| YTD | +4.5% | +55.9% | -51.5% | +4.4% |
| 1Y | +0.1% | +60.4% | -60.3% | +0.1% |
| 3Y | +55.7% | +125.2% | -69.5% | +55.6% |
| 5Y | +47.6% | +216.7% | -169.1% | +47.4% |
| 10Y | +66.8% | +223.9% | -157.0% | +66.6% |
| All | +2,146.7% | +60,633.1% | -58,486.4% | +2,128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling